Float Banking Sales & Service Specialist

First Citizens; Indian Trail (NC); On-site; USD 29,000 - 42,000; Full time

Job summary

First Citizens Bank in North Carolina seeks a Sales and Service Representative to handle branch transactions and customer service requests while promoting bank products and services. This float role covers two branches in Monroe and Albemarle, Marshville, and Indian Trail, with mileage reimbursement for travel.

The candidate will engage customers, build relationships, and collaborate with branch teams to meet goals.

Qualifications

• High School Diploma or GED is required.
• 6 months' experience in customer service.
• Must possess a valid driver's license; frequent driving to other offices.
• Mileage will be reimbursed.

Responsibilities

• Process transactions and customer service requests at the branch.
• Educate customers on bank capabilities, tools, and resources.
• Identify and refer sales opportunities to bank partners.
• Maintain compliance with bank policies and procedures.

Skills

Branch banking operations

Written & verbal communication

Transaction processing

Relationship building

Detail oriented

Education

High School Diploma or GED

Job description

First Citizens Bank in North Carolina seeks a Sales and Service Representative to handle branch transactions and customer service requests while promoting bank products and services. This float role covers two branches in Monroe and Albemarle, Marshville, and Indian Trail, with mileage reimbursement for travel.

The candidate will engage customers, build relationships, and collaborate with branch teams to meet goals.